The Quotation Invoice is a versatile commercial document widely used in Swiss business operations to streamline the process of price quotation and subsequent billing. This document type emerged from the need to efficiently handle business transactions while maintaining compliance with Swiss commercial law and tax regulations. When using a Quotation Invoice, businesses can present their pricing offers to clients in a format that can be seamlessly converted into a formal invoice upon acceptance, reducing administrative overhead and ensuring consistency in commercial documentation. The document must include all elements required by Swiss VAT legislation and the Code of Obligations, making it suitable for both domestic and international transactions. It serves as both a legally binding quote and a potential invoice, typically including detailed pricing, payment terms, and specific conditions of sale.

1. Company Information Header: Full legal company name, address, registration number, and VAT number as required by Swiss law

2. Client Information: Complete client details including name, address, and any reference numbers

3. Document Reference: Quote/Invoice number, date, validity period, and any client reference numbers

4. Service/Product Description: Detailed itemization of products/services offered with clear descriptions

5. Pricing Details: Unit prices, quantities, subtotals, and total amount, clearly showing VAT treatment

6. Payment Terms: Payment conditions, due date, and accepted payment methods

7. Bank Details: Company's banking information for payment processing